Connectors

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Chorus

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Unlogged Chorus conversations with DonorPerfect donors
Report
Cross-Connector

Find donor calls in Chorus that never became DonorPerfect contacts

For fundraising teams who want to know which recorded donor calls still need logging in DonorPerfect, by asking their AI assistant.

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Unlogged Chorus conversations with DonorPerfect donors
Which Chorus calls with DonorPerfect donors in the last 30 days were never logged?
6 conversation and donor pairs from the last 30 days have no contact logged. - Unlogged: Jordan Lee call with Alex Morgan, 23 September - Logged: 19 pairs - Ambiguous: riley@contoso.org matches two donors - Not donors: 8 participants, mostly Fabrikam Want the full table of unlogged pairs?
Chorus
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
donorperfect-get-donor
donorperfect-get-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chorus

Chorus
Run it on your own Chorus data.

Connect Chorus, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Donor calls that never became DonorPerfect contacts

Calls with donors recorded in Chorus often never become DonorPerfect contacts, so donor history misses real conversations. Finding them means matching each participant to a donor and checking the contact log around each call date.

Without PopdockAI

  • List recent recorded calls
  • Match each outside participant to a donor
  • Check the contact log around each call
  • Count the gaps by hand

With PopdockAI

  • Outside participants are matched to donors by email
  • Contacts within two days of each call are checked
  • Unlogged pairs and logged counts are shown
  • Ambiguous matches are listed and nothing is written

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find Chorus conversations with DonorPerfect donors from the last `{lookback-days}` days (default 30) that were never logged as a DonorPerfect contact, optionally limited to conversations owned by the Chorus user `{user-email}`.

**Step 1: Conversations in Chorus**

Call `chorus-get-engagements` with date.from set to the start of the window, max-records 100, and user-email set to `{user-email}` if it is given. If 100 come back, say the list was capped.

For each conversation, call `chorus-get-conversation-participants` with its conversation-id and keep the external participants (skip those whose type marks them internal or that have a user-id).

**Step 2: Match to donors and check the contact log**

For each distinct external email, call `donorperfect-get-donor` with it as email. For each matched donor, call `donorperfect-get-contact` with the donor-id and contact-date.from and contact-date.to set to two days either side of the conversation date.

A conversation-donor pair is logged if any contact falls in that range, unlogged if none does.

**Step 3: Report**

* Table of unlogged pairs: conversation date, subject, Chorus owner (user-name), conversation-id, donor-id, donor name.
* Count of logged pairs.
* Count of external participants who are not DonorPerfect donors, grouped by company-name.

End by noting that each unlogged row can be logged with the `log-conversation-as-donor-contact` prompt.

**Rules & Guidelines:**

* Tools named donorperfect-... are on the donorperfect server. Tools named chorus-... are on the chorus server.
* This prompt is read-only. Do NOT call any DonorPerfect write tool (`donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-save-gift`, `donorperfect-save-pledge`, `donorperfect-save-address`, `donorperfect-save-other-info`, `donorperfect-save-link`, `donorperfect-set-flag`) or any Chorus write tool (`chorus-add-moment`, `chorus-add-playlist-moment`, `chorus-create-playlist`, `chorus-update-moment`, `chorus-update-playlist`, `chorus-update-playlist-moment`, `chorus-export-recordings`, `chorus-export-scorecards`).
* Match on email only, case-insensitively.

**Validation:**

* If Chorus returns no conversations in the window, say so and stop.
* If no participant matches a donor, report that none of the conversations involved a DonorPerfect donor.
* If an email matches more than one donor, list it as ambiguous rather than choosing one.

Who it's for

One answer, three teams that use it

Development directors

Keep donor history complete

Unlogged conversation and donor pairs show exactly what is missing from donor records.

Which Chorus calls with DonorPerfect donors in the last 60 days were never logged?

Major gift officers

Catch up on your own calls

Limit it to yourself to get the donor calls you still need to log.

Which of my Chorus calls with donors this month have no DonorPerfect contact?

Database managers

Resolve ambiguous donor emails

Emails matching more than one donor are listed, so duplicates can be cleaned up.

List Chorus participants this quarter whose email matches more than one DonorPerfect donor.

How it works

What PopdockAI does when you ask

You choose how far back to look and your AI assistant finds donor calls missing from DonorPerfect. It warns when the list is capped.

01

Ask

You choose how far back to look, and optionally one Chorus user.

Your AI tool

02

Match

It matches each outside participant's email to a DonorPerfect donor.

chorus-get-engagements
chorus-get-conversation-participants
donorperfect-get-donor

03

Check

It looks for a contact within two days of the call.

donorperfect-get-contact

04

Report

You get unlogged pairs, counts and ambiguous matches, with nothing written.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Chorus and one secure connection to your AI tool. No code, no exports.

get-data

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
Read only.Nothing in Chorus Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Know which donor calls still need logging

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Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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